Among active 13F managers last quarter, 5 opened and 23 added, while 14 reduced; the largest holder to move was Systematic Financial Management LP (−4.8%). Over the last 180 days, 1 insider sold and 1 insider bought, a net -$339K in open-market trades.
The legs disagree, or only one of them leans.
198 tracked 13F filers disclose a position in UFCS as of the latest SEC 13F filings, a combined $737.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.5M | $183.1M | ▲+1.3% Added · +44K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 1.5M | $55.2M | ▲+0.8% Added · +12K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 965K | $50.6M | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 4 | State Street Corp | 861K | $45.1M | ▲+5.3% Added · +43K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 710K | $37.2M | ▲+7.2% Added · +48K sh | Q2 2026 | |
| 6 | Systematic Financial Management LP | 583K | $30.6M | ▼−4.8% Reduced · −29K sh | Q2 2026 | |
| 7 | American Century Companies Inc | 567K | $21.0M | ▲+22% Added · +103K sh | Q1 2026 | |
| 8 | Vanguard Portfolio Management LLC | 559K | $29.3M | ▲+4.9% Added · +26K sh | Q2 2026 | |
| 9 | Bank Of America Corp | 497K | $18.4M | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 10 | AQR Capital Management LLC | 422K | $15.6M | ▲+8.3% Added · +32K sh | Q1 2026 | |
| 11 | Morgan Stanley | 256K | $9.5M | ▼−20% Reduced · −66K sh | Q1 2026 | |
| 12 | Allianz Asset Management GmbH | 252K | $9.3M | ▲+47% Added · +81K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 215K | $8.0M | ▲+5.3% Added · +11K sh | Q1 2026 | |
| 14 | Hillsdale Investment Management Inc. | 212K | $7.8M | ▲+5.0% Added · +10K sh | Q1 2026 | |
| 15 | Charles Schwab Investment Management Inc | 203K | $7.5M | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 16 | Bridgeway Capital Management, LLC | 190K | $10.0M | ▲+10% Added · +18K sh | Q2 2026 | |
| 17 | Connor, Clark & Lunn Investment Management Ltd. | 185K | $9.7M | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 18 | Bank of New York Mellon Corp | 180K | $6.7M | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 19 | Goldman Sachs Group Inc | 172K | $6.4M | ▲+0.4% Added · +690 sh | Q1 2026 | |
| 20 | UBS Group AG | 162K | $6.0M | ▲+41% Added · +47K sh | Q1 2026 | |
| 21 | Earnest Partners LLC | 158K | $8.3M | ▼−3.9% Reduced · −6K sh | Q2 2026 | |
| 22 | Panagora Asset Management Inc | 150K | $7.9M | ▲+107% Added · +77K sh | Q2 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 145K | $7.6M | ▲+1.0% Added · +1K sh | Q2 2026 | |
| 24 | Qube Research & Technologies Ltd | 136K | $5.0M | ▼−3.9% Reduced · −6K sh | Q1 2026 | |
| 25 | Principal Financial Group Inc | 132K | $4.9M | ▲+2.5% Added · +3K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in UFCS and 23 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 97 funds | $168.2B |
| Meta Platforms Inc-Class AMETA | 95 funds | $70.9B |
| Amazon.com IncAMZN | 94 funds | $128.7B |
| Broadcom IncAVGO | 94 funds | $113.9B |
| Lam Research CorpLRCX | 94 funds | $33.1B |
| Nvidia CorpNVDA | 93 funds | $268.2B |
| Alphabet Inc-CL AGOOGL | 93 funds | $114.5B |
| JPMorgan Chase & CoJPM | 93 funds | $41.8B |
| Apple IncAAPL | 92 funds | $191.3B |
| Micron Technology IncMU | 92 funds | $41.4B |
| Visa Inc-Class A SharesV | 92 funds | $38.3B |
| Chevron CorpCVX | 91 funds | $18.8B |
Ranked by how many of UFCS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UFCS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | Carlton Scott L | Director | Sell (S) | 10K | $543K |
| Jun 5, 2026 | Milligan George D | Director | Buy (P) | 5K | $204K |
| Mar 4, 2026 | Drahozal Christopher R | Director | Sell (S) | 4K | $164K |
| Mar 3, 2026 | Drahozal Christopher R | Director | Sell (S) | 4K | $161K |
| Mar 2, 2026 | Drahozal Christopher R | Director | Sell (S) | 4K | $165K |
| Mar 2, 2026 | McIntyre Dee Ann | 10% Owner | Sell (S) | 4K | $165K |
| Sep 18, 2025 | Besong John Paul E | Director | Sell (S) 2 lots, same day | 2K | $79K |
| Aug 11, 2025 | Martin Eric J | Chief Financial Officer | Buy (P) | 500 | $15K |
| Mar 6, 2025 | McIntyre Dee Ann | 10% Owner | Buy (S) | 3K | $71K |
| Mar 6, 2025 | Drahozal Christopher R | Director | Sell (S) | 3K | $71K |
| Mar 5, 2025 | McIntyre Dee Ann | 10% Owner | Sell (S) | 3K | $70K |
| Mar 5, 2025 | Drahozal Christopher R | Director | Sell (S) | 3K | $70K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 47 | 41 | – |
Insiders Form 4 open-market | 1 | 1 | -$339K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for UFCS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UFCS/capital-change-brief"
Use Arkolith's capital_change_brief for UFCS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UFCS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.